Q2 2026 13F · SEC CIK 1127761

Ironwood Investment Management LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $289.2M
Reported positions: 176
Top holdings a year, 3 yrs: +19.3%
Assets under management: $278.2M

Ironwood Investment Management LLC is a wealth manager that reported 176 positions worth $289.2M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Vanguard Index Fds (VTI, 7.2%), iShs MSCI EAFE (EFA, 4.7%), Vicor Corp (VICR, 3.4%). A portfolio copying its top holdings returned 19.3% a year over the last 3 years, against 20.4% for the S&P 500.

Ironwood Investment Management LLC holdings largest 50 of 176 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Ironwood Investment Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	7.2%	7.2%	56,505	+4.3%	$20.9M
EFAiShs MSCI EAFE	4.7%	5.1%	131,779	+5.0%	$13.7M
VICRVicor Corp	3.4%	2.1%	25,507	-17.4%	$9.7M
MYRGMYR Group Inc.	3.1%	2.1%	17,700	+0.0%	$8.9M
SHVIshares Tr	2.6%	3.0%	67,806	+4.9%	$7.5M
DYDycom Industries Inc	2.5%	2.0%	14,125	-0.5%	$7.1M
TTMITTM Technologies, Inc.	2.1%	1.3%	32,331	-0.9%	$6.0M
EXTRExtreme Networks Inc Com	1.8%	1.0%	161,853	+0.3%	$5.2M
IWVIshares Russell 3000 Index	1.8%	1.7%	12,154	+7.7%	$5.2M
CYTKCytokinetics Inc	1.7%	1.6%	56,589	-0.3%	$4.8M
CCitigroup Inc Com New	1.6%	1.7%	33,462	-5.9%	$4.7M
BBIOBridgebio Pharma Inc	1.6%	1.9%	61,163	+0.3%	$4.6M
MRCYMercury Systems Inc	1.5%	1.1%	36,457	-3.2%	$4.5M
VWOVanguard Intl Equity Index F	1.5%	1.5%	72,554	+5.8%	$4.3M
GPIRoup 1 Automotive Inc	1.5%	2.0%	14,627	+0.0%	$4.3M
ARWArrow Electrs Inc	1.4%	1.2%	19,295	+0.0%	$4.1M
TPXSomnigroup International Inc	1.3%	1.4%	47,124	+0.3%	$3.7M
ASMLAsml Hldg NV	1.3%	1.1%	1,847	-6.4%	$3.7M
COHRCoherent Corp	1.2%	1.2%	9,063	-25.6%	$3.6M
GFFGriffon Corp	1.2%	1.1%	34,647	+0.0%	$3.4M
TPCTutor Perini Corp	1.2%	1.3%	40,160	-0.1%	$3.3M
PIImpinji	1.2%	1.0%	23,262	+2.4%	$3.3M
GMGeneral Mtrs Co	1.1%	1.3%	42,500	+0.0%	$3.3M
SMCISuper Micro Computer, Inc.	1.1%	1.0%	108,638	+4.1%	$3.2M
CVGICommercial Veh Group Inc	1.1%	0.9%	677,040	+6.3%	$3.1M
WTSWatts Water Technologies Inc	1.0%	0.9%	7,210	+0.0%	$2.8M
FSKAXFidelity Total Market Index Fu	0.9%	1.0%	12,965	+0.1%	$2.7M
BBSIBarrett Business Svcs Inc	0.9%	0.9%	74,741	+0.3%	$2.7M
KOPKoppers Holdings Inc	0.9%	1.0%	58,116	-2.2%	$2.6M
CSCOCisco Sys Inc	0.9%	0.7%	22,200	+0.0%	$2.6M
WSMWilliams Sonoma Inc	0.9%	0.8%	10,926	+0.0%	$2.5M
MCKMckesson Corp Com	0.9%	1.2%	3,305	+0.0%	$2.5M
ATROAstronics Corp	0.8%	0.8%	29,430	+0.1%	$2.4M
PEGAPegasystems Inc	0.8%	1.4%	78,843	+0.6%	$2.4M
DARDarling Ingredients Inc	0.8%	1.1%	42,464	-0.0%	$2.3M
NPKINpk International Inc	0.8%	0.8%	140,567	-0.0%	$2.2M
IWMIshares	0.8%	0.7%	7,231	-0.2%	$2.2M
ONTOOnto Innovation Inc	0.7%	—	5,691	—	$2.2M
SMSm Energy Company	0.7%	1.2%	81,890	-14.2%	$2.1M
HNIHni Corp	0.7%	—	52,031	—	$2.1M
FNVFranco Nev Corp	0.7%	1.0%	10,018	+7.7%	$2.1M
FRPTFreshpet Inc	0.7%	0.9%	35,193	-0.0%	$2.1M
KSSKohls Corp	0.7%	0.6%	112,800	+0.0%	$2.0M
THGHanover Ins Group Inc	0.7%	0.7%	9,232	-0.1%	$2.0M
AUPHAurinia Pharmaceuticals Inc	0.7%	0.7%	113,387	+0.3%	$1.9M
SCHESchwab Strategic Tr	0.7%	—	52,159	—	$1.9M
GSHDGoosehead Insurance Inc	0.7%	—	38,750	—	$1.9M
KOPNKopin Corp	0.6%	—	413,323	—	$1.9M
PGYPagaya Technologies Ltd	0.6%	—	98,735	—	$1.8M
SHOOMadden Steven Ltd	0.6%	—	41,822	—	$1.8M

What Ironwood Investment Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.0% /yr; S&P 500 +20.1%
3 years: +19.3% /yr; S&P 500 +20.4%
5 years: +7.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$289.2M	176
Q1 2026	$239.8M	178
Q4 2025	$237.8M	171
Q3 2025	$229.3M	170
Q2 2025	$205.5M	166
Q1 2025	$183.4M	162
Q4 2024	$200.8M	168
Q3 2024	$205.3M	173
Q2 2024	$187.0M	168
Q1 2024	$204.9M	173
Q4 2023	$190.3M	167
Q3 2023	$163.8M	164

Questions about Ironwood Investment Management LLC's portfolio

What stocks does Ironwood Investment Management LLC own?

Ironwood Investment Management LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 176 positions worth $289.2M. The largest are Vanguard Index Fds (VTI) at 7.2%, iShs MSCI EAFE (EFA) at 4.7%, Vicor Corp (VICR) at 3.4%, MYR Group Inc. (MYRG) at 3.1% and Ishares Tr (SHV) at 2.6%.

What did Ironwood Investment Management LLC buy last quarter?

In Q2 2026, Ironwood Investment Management LLC added Ishares Russell 3000 Index (IWV) (+7.7% shares), Franco Nev Corp (FNV) (+7.7% shares) and Commercial Veh Group Inc (CVGI) (+6.3% shares), compared with its Q1 2026 filing.

What did Ironwood Investment Management LLC sell last quarter?

In Q2 2026, Ironwood Investment Management LLC cut from its top 50 Pfizer Inc (PFE), cut from its top 50 Evolv Technologies Hldngs in (EVLV), cut from its top 50 Teledyne Technologies Inc (TDY), cut from its top 50 Goodyear Tire & Rubr Co (GT), cut from its top 50 Alphabet Inc (GOOGL), Coherent Corp (COHR) (-25.6% shares), Vicor Corp (VICR) (-17.4% shares) and Sm Energy Company (SM) (-14.2% shares), compared with its Q1 2026 filing.

How has Ironwood Investment Management LLC's portfolio performed?

A portfolio copying Ironwood Investment Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.0% against +20.1%. Over 5 years: +7.8% a year against +11.6%.

When is Ironwood Investment Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Ironwood Investment Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Ironwood Investment Management LLC manage?

Ironwood Investment Management LLC reported $278.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $289.2M.